INSTITUTIONAL RESEARCH

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SHOWING GLOBAL TECHNOLOGY RESEARCH
ALAB | Good Growth on Blackwell Delay; Should be the Top
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#Alpha - Timestamped October 2024 Long-Short Ideas
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Adding AMAT Best Short - WFE Capped & Fuzzy Growth - 22% to 32% Downside - Monday @ 2pm ET
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ALAB | Fights Back against AVGO with New PCIe Switchs (Scorpio)
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MPNGY/3690.HK | Recovery Signs During Golden Week But Stock Already up 175%
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Timestamped Sept 2024 Long-Short Ideas
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NVDA | H100/H200 GPU Cluster Pricing (Sept 24); 1st GB 200 Ships December (MSFT, ORCL, AMZN, META)
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NVDA | H100/H200 GPU Cluster Pricing (Sept 24); 1st GB 200 Ships December (MSFT, ORCL, AMZN, META)
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Flash Catalyst Call - China Giant Rally Real? Short MNSO - Monday @ 2pm ET
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Flash Catalyst Call - China Giant Rally Real? Short MNSO - Monday @ 2pm ET
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